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Senior Administrator

Optima Recruitment
Posted 2 days ago, valid for 17 days
Location

Godalming, Surrey GU8 5SG, England

Salary

£28,000 - £33,600 per annum

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Contract type

Full Time

Retirement Plan
Life Insurance

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The role involves handling customer inquiries and providing administrative support to facilitate the sales process.
  • The salary for this position ranges from £28,000 to £35,000 depending on experience.
  • Candidates must have at least two years of direct client experience in the financial services sector and hold CF Level 1 and 2 qualifications.
  • The job is based in Godalming and offers a Monday to Friday schedule with 37.5 hours per week, including flexitime and 25 days of holiday plus bank holidays.
  • Additional benefits include free parking, a pension plan, private healthcare, and study support.

In this role, you'll handle customer inquiries and provide administrative support to drive the sales process. It will involve promoting our client, all while adhering to regulatory requirements.

  • £28,000 - £35,000 (DOE)
  • Based in Godalming
  • Monday - Friday, 37.5 hours per week
  • Flexitime
  • 25 days holiday + bank holidays

Job specification:

  • Provide flexible administrative support to the sales team, assisting with a variety of tasks.
  • Managing the client review process, preparing spreadsheets and reports as needed.
  • Drafting letters and reports when required.
  • Securing new business illustrations.
  • Processing new business applications, ensuring all documentation is accurate.
  • Maintaining and updating the client database.
  • Assisting with ongoing research.

Person specification:

  • At least CF Level 1 and 2 qualifications, with a minimum of two years' direct client experience in the financial services sector.
  • Computer literate and proficient in MS Office.
  • Comprehensive knowledge of investment products, life assurance, pension plans, and mortgages.
  • Exceptional telephone etiquette and customer service skills.
  • Able to work efficiently and methodically, particularly under pressure to meet deadlines.

Additional Information:

  • Free parking
  • Pension
  • Private healthcare
  • Death benefit
  • Study support

Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice!

Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

By applying for this vacancy, you accept Optima Recruitment Limited’s Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.

Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.